See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,146 | $109,413+42.7% | $156,263-0.1% | $84,808+84.1% |
| Participation rate | 45.9% | 72.7%-26.7pp | 78.9%-33.0pp | 68.3%-22.4pp |
| Annual return | 12.50% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,152 | $4,590+12.3% | $6,158-16.3% | $4,212+22.3% |
| Admin fee / account holder | $18,584 | $9,357+98.6% | $14,255+30.4% | $7,344+153.1% |